作 者 | Michael Del Monte 编译 | 华尔街大事件 相信 Cloudflare Workers 能够在未来几个季度推动显著增长，尤其是在企业寻求在其环境中利 用 AI 代理的情况下。Cloudflare 的安全平台可能会成为 AI 代理普及的驱动力，因为随着更复 杂流程的自动化，恶意 AI 代理的风险可能会增加。本质上，AI 代理是作为企业 用户 开发的， 为自主应用程序提供对内部数据的访问权限以执行其工作负载。如果没有得到适当的保护，这可 能会增加违规风险。例如，一些银行正在部署 AI 代理作为 数字工作者 ，它们将像普通员工一样 工作。这些数字工作者将能够通过电子邮件帐户和微软Teams 等应用程序进行通信。这还将涉及 登录，并且可能不可避免地会访问关键数据。 近期有一个重大动态：Cloudflare 宣布将成为首家阻止人工智能爬虫在未经许可或未支付报酬 的情况下访问内容的互联网基础设施提供商。尽管此举旨在惠及内容创作者，但部分原因也是为 了给客户提供一项新服务，从而使自身受益。 财务方面，分析师预测Cloudflare的净营收将达到5.01亿美元，调整后每 股收益为0.18美元。 预 ...

Tesla is no longer the market leader in battery electric vehicles (BEVs). In fact, the company doesn't even rank second anymore. Chinese automakers BYD and Geely Automobile have stolen the top spots as Tesla has struggled with demand. Its first-quarter revenue dropped 9% to $19.3 billion and non-GAAP net income fell 40% to $0.27 per diluted share as deliveries dropped 13%. Management blamed factory updates that temporarily limited Model Y production for the drop in first-quarter deliveries, but the refresh ...

Key Takeaways NET is experiencing massive growth in Workers AI inference requests. AI tools like MCP server and Cloudflare for AI aim to boost upsells and streamline workflows. NET is augmenting its products by implementing AI across its infrastructure and security suite.Cloudflare (NET) is implementing artificial intelligence (AI) initiatives across its portfolio and experiencing strong traction across AI Gateway, Workers AI and Durable Objects and Containers solutions. In the first quarter of fiscal 202 ...

Zscaler (ZS -0.98%) deploys "zero trust" systems that treat everyone on a network as a potential threat and require repeated proof to the contrary. But unlike older cybersecurity companies, which often install their services via on-site appliances, Zscaler only provides its tools as cloud-native services -- which are stickier, easier to scale, and can be remotely maintained and updated. It serves over 7,500 customers worldwide and secures more than 500 billion transactions daily. Zscaler, CyberArk, and Clou ...

The past month has been a solid one for Cloudflare (NET -1.12%) investors as share prices of the company have shot up an impressive 39%. Even better, it looks like its impressive rally is here to stay following the release of its latest quarterly results.Cloudflare reported its first-quarter 2025 results on May 8, and the stock price popped more than 6% the following day. The company, which is known for providing internet infrastructure solutions such as content delivery networks (CDNs) and cloud security o ...

Microsoft was once a slow-growth tech giant. But under Satya Nadella, who took the helm as CEO in 2014, it aggressively expanded its cloud ecosystem, rolled out more mobile apps for iOS and Android instead of developing its own phones, and invested in new AI technologies. By transforming its desktop-based applications into cloud-based services and mobile apps, Microsoft kept pace with Amazon and Alphabet's Google in the cloud and AI race. Today, Microsoft's Azure is the world's second- largest cloud infrast ...

Cloudflare Inc. (NET) has gained 7.3% in the past month, outperforming the Zacks Internet – Software industry’s growth of 0.8%. This upward swing in the past month has raised questions for investors: Should they hold NET stock right now?Cloudflare One Month Performance ChartImage Source: Zacks Investment ResearchAI and Security Drive Cloudflare’s GrowthWith Cloudflare doubling down on AI and expanding its Zero Trust security offerings, the company is well-positioned for strong long-term growth potential. NE ...